Remote Client Representative

Overview

This position focuses on delivering exceptional customer care in the financial services industry, allowing candidates to work remotely while assisting individuals with their financial planning needs.

In Short

• Available on both part-time and full-time basis.
• Engage with and assist individuals in financial planning.
• Work remotely via Zoom or from a nearby branch location.
• Not a call center or sales-oriented role.
• Self-motivated individuals preferred.
• Comprehensive training program provided.
• Opportunities to make a meaningful impact.
• Flexible work location and hours.
• 1099 employee / Commission-based compensation.
• Minimum wage of $10,000 per month.

Requirements

• Excellent customer service skills.
• Strong interpersonal skills.
• Ability to collaborate with diverse groups.
• Desirable experience in customer service, sales, or marketing.
• No prior financial industry experience required.
• Commitment to personal and professional growth.
• Self-motivated with strong team-building skills.
• Willingness to assist clients with financial planning.
• Ability to overcome challenges.
• Interest in financial literacy and training.

Benefits

• Flexible work hours and location.
• Incentive trips around the world.
• Annual team trip.
• Comprehensive training at no charge.
• Opportunity to make a meaningful impact.
• Supportive team environment.
• Growth opportunities within the company.
• Work in a rapidly growing industry.
• Focus on personal and professional development.
• Engagement in fulfilling work.